We are live on ! Find out more
MBB icon

iShares MBS ETF

1,019 hedge funds and large institutions have $34.9B invested in iShares MBS ETF in 2026 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 504 increasing their positions, 285 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more call options, than puts

Call options by funds: $5.88M | Put options by funds: $2.06M

77% more repeat investments, than reductions

Existing positions increased: 504 | Existing positions reduced: 285

26% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 91

17% more funds holding in top 10

Funds holding in top 10: 5362 (+9)

6% more capital invested

Capital invested by funds: $33.1B → $34.9B (+$1.86B)

5.45% more ownership

Funds ownership: 84.71%90.15% (+5.4%)

0% more funds holding

Funds holding: 1,0181,019 (+1)

Holders
1,019
Holders Change
+1
Holders Change %
+0.1%
% of All Funds
12.55%
Holding in Top 10
62
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+16.98%
% of All Funds
0.76%
New
115
Increased
504
Reduced
285
Closed
91
Calls
$5.88M
Puts
$2.06M
Net Calls
+$3.82M
Net Calls Change
+$2.06M
Name Holding Trade Value Shares
Change
Change in
Stake
APC
576
Aspire Private Capital
North Carolina
$839K +$24.6K +258 +3%
FA
577
FC Advisory
Pennsylvania
$838K -$30.7K -321 -4%
PI
578
PFG Investments
New York
$827K -$341K -3,570 -29%
DPI
579
Diversified Portfolios Inc
Michigan
$827K +$56.1K +587 +7%
CP
580
Clarendon Private
Massachusetts
$826K -$32K -335 -4%
BFA
581
Beacon Financial Advisory
Ohio
$825K +$92.7K +970 +13%
NF
582
Napier Financial
Massachusetts
$815K +$820K +8,588 New
TCA
583
Transcend Capital Advisors
New Jersey
$814K +$160K +1,671 +24%
SP
584
SWS Partners
Ohio
$804K +$41K +429 +5%
CAM
585
Capital Asset Management
Colorado
$803K +$14.2K +149 +2%
WFS
586
WealthGarden F.S.
California
$801K -$72.9K -763 -8%
LEA
587
Legacy Edge Advisors
New York
$797K -$890K -9,318 -53%
PWM
588
Parkway Wealth Management
Texas
$795K +$132K +1,378 +20%
CSPIA
589
Cary Street Partners Investment Advisory
Virginia
$793K +$29.4K +308 +4%
FCC
590
Florin Court Capital
United Kingdom
$779K -$268K -2,800 -25%
GC
591
GatePass Capital
Ohio
$757K +$92.3K +966 +14%
BW
592
Balance Wealth
Ohio
$756K -$96 -1 -0%
HP
593
Holistic Planning
Texas
$756K +$180K +1,881 +31%
GIA
594
Gladstone Institutional Advisory
Florida
$755K +$4.59K +48 +0.6%
NFP
595
Narus Financial Partners
Utah
$752K +$37.8K +396 +5%
TBF
596
True Blue Financial
Michigan
$750K +$24.6K +258 +3%
CPBTD
597
Central Pacific Bank - Trust Division
Hawaii
$748K +$752K +7,874 New
CIA
598
Cape Investment Advisory
Georgia
$746K +$87.3K +914 +13%
GA
599
Greenspring Advisors
Maryland
$745K +$60.5K +633 +9%
AAS
600
Ameritas Advisory Services
Nebraska
$745K +$8.41K +88 +1%